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Portfolio (Quarterly) Guide ↗

Point72 Asset Management, L.P.

· CIK 0001603466
13F Portfolio $90.7B AUM 3,923 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1078 New 1315 Added 1437 Reduced 859 Exited
Page 35 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 JETBLUE AIRWAYS CORP 26,000,000.0 $28.9M 0.03% -2.5M -8.8% $1.11
682 DASH DOORDASH INC Communication Services 156,610.0 $28.9M 0.03% -1.0M -86.8% $184.53 +21.1%
683 DELL PUT DELL TECHNOLOGIES INC Technology 66,900.0 $28.9M 0.03% -81K -54.8% $431.46 +2.4%
684 COGT COGENT BIOSCIENCES INC Healthcare 744,195.0 $28.8M 0.03% -667K -47.2% $38.70 -5.1%
685 FSLR PUT FIRST SOLAR INC Energy 122,000.0 $28.8M 0.03% -25K -17.2% $235.96 -9.2%
686 CEREBRAS SYSTEMS INC 129,891.0 $28.7M 0.03% NEW $221.00
687 NEM CALL NEWMONT CORP Basic Materials 306,400.0 $28.6M 0.03% +103K +50.7% $93.40 +40.9%
688 CE CELANESE CORP DEL Basic Materials 617,266.0 $28.4M 0.03% +83K +15.5% $46.00 +1.7%
689 MA CALL MASTERCARD INCORPORATED Financial Services 54,900.0 $28.2M 0.03% +40K +273.5% $513.60 +13.1%
690 HLNE HAMILTON LANE INC Financial Services 357,541.0 $28.2M 0.03% +299K +508.6% $78.83 +33.6%
691 CRWV CALL COREWEAVE INC Technology 282,400.0 $28.1M 0.03% +43K +17.9% $99.54 -11.7%
692 ACMR CALL ACM RESH INC Technology 221,400.0 $28.1M 0.03% +83K +60.1% $126.89 -37.4%
693 CRWD CALL CROWDSTRIKE HLDGS INC Technology 36,700.0 $28.0M 0.03% -12K -25.4% $190.78 +0.6%
694 PUT HUT 8 CORP 242,200.0 $28.0M 0.03% -2K -0.8% $115.44
695 QURE UNIQURE NV Healthcare 606,212.0 $27.9M 0.03% NEW $46.06 +5.0%
696 CALL MADISON SQUARE GARDEN ENTMT 345,000.0 $27.9M 0.03% -55K -13.8% $80.89
697 SSNC SS&C TECH HLDGS Technology 448,168.0 $27.8M 0.03% +215K +92.3% $62.05 +33.7%
698 IYR ISHARES TR 271,407.0 $27.8M 0.03% NEW $102.25 +2.4%
699 THE BALDWIN INSURANCE GRP IN 1,038,190.0 $27.6M 0.03% +591K +132.3% $26.58
700 CALL BLOCK INC 360,300.0 $27.4M 0.03% +219K +155.2% $76.00
Page 35 of 197  ·  3,923 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.1%
Financial Services 10.3%
Consumer Defensive 5.6%
Utilities 4.3%
Energy 4.3%
Communication Services 3.9%
Basic Materials 2.7%